Leaving a Legacy: Life Insurance vs. Roth IRAs

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When considering the best way to leave your loved ones an inheritance, it’s important to be aware of the options available to you. While life insurance is a well-known option, Roth IRAs can be effective as well. Both can provide a tax-free legacy, but you should know the different rules surrounding them before choosing one or the other.

Especially now, under the SECURE Act, Congress has changed the rules late in the game requiring many retirees to revisit their legacy plans that have been set for generations!

To learn the three differences between life insurance and Roth IRAs, click below to download “Leaving a Legacy: Life Insurance vs Roth IRAs.”

For professional assistance with maximizing your legacy, contact Chris Robinson, IRA professional with RFG Wealth Advisory, 940-464-4104 to schedule a time for a visit.


Life Insurance vs. Roth IRA

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